Step 1: Add Alan as users in your systemsJust like any new member of your accounting team, Alan will need a user account in your ERP and other supporting accounting applications (with appropriately restricted access-levels, of course).

Step 2: Short meeting with Gappify CPAAlan is pre-loaded with accounting rules, but we will need 1-2 hours of your time to fully understand Alan's duties (workflows, calculations, validation checks, communications). No IT required in this process!